Strategic Financial Solutions Advisor

Bank of America; Clinton (UT); On-site; USD 45,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a dedicated Financial Advisor to provide personalized financial solutions to clients in Clinton, Utah. Responsibilities include assessing client needs, recommending appropriate products, and managing client relationships. Candidates should possess a high school diploma and exhibit strong communication skills. This full-time position requires industry license attainment and emphasizes a results-driven approach to client engagement, fostering a collaborative environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and assessing needs.
• Proven communication and collaboration skills.
• Results-driven mindset prioritizing clients' interests.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Triage client requests and refer to services as needed.
• Identify potential new clients.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A leading financial institution is seeking a dedicated Financial Advisor to provide personalized financial solutions to clients in Clinton, Utah. Responsibilities include assessing client needs, recommending appropriate products, and managing client relationships. Candidates should possess a high school diploma and exhibit strong communication skills. This full-time position requires industry license attainment and emphasizes a results-driven approach to client engagement, fostering a collaborative environment.